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Level 2
March 10, 2020
Question

How do I switch from desktop to online?

  • March 10, 2020
  • 2 replies
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I've been using the desktop version for years. How do I convert it to online without purchasing it again?
Thanks.

2 replies

Level 14
March 10, 2020

You won't be able to without paying again but you can request a refund for your CD/Download. Follow the instructions to finish transferring your file. Once you're done, follows these instructions to return your CD/Download copy of TurboTax for a refund. Please see this TurboTax FAQ for more information. https://ttlc.intuit.com/community/tax-topics/help/how-do-i-switch-from-turbotax-cd-download-to-turbotax-online/00/859756

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VolvoGirl
Level 15
March 10, 2020

By the way, that article about transferring to online is for how to transfer a 2018 Desktop return into 2019 online.  All the places it says .tax2019 it should be .tax2018.   You can not move a current 2019 Desktop return into 2019 online.

 

If you used the Desktop program last year here’s How to transfer into the Online version, expand the link if you used the CD/download last year........

https://ttlc.intuit.com/community/entering-importing/help/how-do-i-transfer-last-year-s-return-into-turbotax-online/00/25953

 

If you used the Desktop program before you may not like the online version.  It has less features and no Forms Mode.  You can only do 1 return.  Your return is only saved online so be sure to save both the .tax2019 data file and the pdf file to your computer when you are done.  In case you need to amend in the future or if you need a copy to get a loan or something.  You might not be able to access your online return when you need a copy.

tommrpAuthor
Level 2
March 11, 2020

Thank you very much. I’ve started looking at the info in the link, but so far I’m not seeing what I need. I’ve been paying for the desktop version for years, including this year. I’m wondering how I can start using the online version without having to make a whole new purchase.

 

Thanks,

Tomm

Level 2
April 7, 2021

How can I download TurboTax and use my license code from my CD

VolvoGirl
Level 15
April 7, 2021